About Us
Susan Dick & Associates' skilled team members are trained to also be astute business professionals who conduct business with the highest level of customer service. Clients turn to us for competent financial guidance that helps them achieve greater money management. We do this by taking a long-term view of the tax-planning process. We ask in-depth questions about your current and future needs and goals. We can then determine the best solution possible for you and implement our plan. This ultimately provide the client with the help to make better financial decisions today and in the future.
Susan Dick, CPA, Owner
SDick@susandickcpa.com
Heather Robison, CFP(R)
HRobison@susandickcpa.com
Doug McIver, CFP(R)
DMcIver@susandickcpa.com
Raymond James Financial Services, Inc does not offer tax advice. Any tax advice or preparation is given solely through Susan Dick and Associates, CPA, PC, independent of Raymond James Financial Services.
CFP® | CERTIFIED FINANCIAL PLANNER™ | |
Susan Dick was not new to the financial arena when she opened her own business. She had complied over thirty years of accounting and tax experience as well as being a partner in a local financial firm. In April of 2005, she fulfilled her dream and founded her own tax and accounting firm, Susan Dick and Associates, CPA, PC. In a continuing effort to provide more complete services for her clients, Susan moved her firm to its current residency, 330 S Johnstone Ave, conveniently located in downtown Bartlesville.